If this is your first time logging in since registering, you will need to answer a few security questions to further protect your information.

Click on the Go Paperless icon at the top right corner of the page.

If you self-registered, the documents available for this account only will be displayed and you can then choose the delivery options. If you have multiple accounts and would like them all be viewable under one login, please contact your advisor.

Check the boxes for both Statements and Reports and Trade Confirmations, then click the Save button.

Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the I Accept button.

You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statements, and Report Notifications via e-mail.

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.